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Professional services

Less time on process, more time on the professional work

A firm’s value lies in its people’s expertise, yet much of their day goes on collecting documents, chasing sign-offs, logging hours and preparing invoices. We build the systems that take on that work, with the confidentiality your clients’ information calls for.

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Challenges we recognise in the sector

  1. Client documents over email and WhatsApp

    Documents arrive piecemeal and in several versions, it is hard to see what is complete and what is missing, and confidential information travels over channels never designed for it.

  2. Time that is not captured accurately

    Hours are logged at the end of the week from memory, some go unbilled, and it is hard to answer a client who asks about the detail behind an invoice.

  3. Internal processes run on email chains

    Taking on a new client, conflict checks, and reviewing and signing off work all pass through chains of emails, and no one can see where a file is stuck or why.

  4. Little visibility of engagement profitability

    Partners cannot see hours spent against budget for each engagement, or utilization by team, until month-end, when it is too late to correct course.

How we help

Capabilities applied to the realities of the sector. You can start with any of them.

  • Client portals

    Secure document exchange, a checklist of what each client needs to provide, engagement status and invoices, with e-signature through an established provider where the work requires it.

    Service: Websites & Web Platforms

  • Workflow automation

    Client intake, conflict checks, and review and approval stages, with automatic document classification and data extraction and human review before any result is accepted.

    Service: AI & Intelligent Solutions

  • Document and engagement management

    A file for each engagement or matter holding versioned documents, tasks, deadlines, recorded time and invoices, with permissions set per file.

    Service: Software & Enterprise Systems

  • Utilization and profitability reporting

    Hours against budget for each engagement, utilization by team, unbilled work and collections, in dashboards partners can review weekly rather than monthly.

    Service: Data, Analytics & Business Intelligence

Tiqania products that fit the sector

Ready-made Tiqania products for needs that recur in this sector.

Illustrative scenarios

Scenarios showing the kind of solution that can be built. They are not delivered projects.

  1. Collecting documents for tax season

    Situation

    For example, an accounting firm collects return documents from clients each year by email and WhatsApp, and its team spends the first weeks of the season chasing and sorting.

    What could be built

    A portal with a document checklist tailored to each client, automatic reminders about what is missing, classification of documents as they are uploaded, and a view showing which files are ready to start.

  2. Opening a new matter

    Situation

    For example, a law firm takes on new clients over a series of emails, runs conflict checks by hand and drafts engagement letters from a template in a shared folder.

    What could be built

    An intake form that triggers a conflict check against the firm’s records, then generates the engagement letter and sends it for e-signature, opening the matter file automatically once it is signed.

Delivery considerations in the sector

  1. Professional confidentiality

    Only the people working on a client’s file can see it, specific teams can be walled off from particular files, every view and download is logged, and documents are encrypted in transit and at rest.

  2. Getting professionals to adopt the system

    Professionals have no time for data entry, so we keep input to a minimum, connect the system to email and calendars, and start with a pilot in one team before rolling out.

  3. Busy seasons and statutory deadlines

    Year-end, filing deadlines and hearing dates set the rhythm of the work. We plan launch and training outside these periods so change does not land at the busiest moment.

Who we work with in this sector

Have a project in professional services?

Development & services

We build what you need

A website, an app, a custom system, an integration or a transformation programme. Tell us what you want, and we will come back with a clear next step.

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Tiqania products

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A demo of one of Tiqania’s products, focused on what fits your work, with time for your questions.

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